Amazon May Have Just Solved Its Anthropic Problem With OpenAI And Nvidia
Seeking Alpha· 2026-03-23 16:03
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
Wall Street makes bold Carnival Cruise Line stock move
Yahoo Finance· 2026-03-23 16:03
Carnival Cruise Line (CCL) is taking a beating in 2026. The cruise giant’s stock closed at $24.94 on March 19, signifying that conditions are not ideal for one of Wall Street's most prized cruise stocks. However, one of the biggest names on Wall Street, Morgan Stanley, seems to believe that the reaction is overblown. The analyst upgraded the shares to overweight after a sharp pullback from recent highs, Investing.com reported. The bank’s new $31 price target implies about 24% upside from that close, even ...
Super Micro Computer Jumps 5% Monday: What the Federal Charges Mean for SMCI Investors
247Wallst· 2026-03-23 16:02
Super Micro Computer Jumps 5% Monday: What the Federal Charges Mean for SMCI Investors - 24/7 Wall St. S&P 5006,607.50 +0.95% Dow Jones46,380.00 +1.17% Nasdaq 10024,265.00 +1.00% Russell 20002,499.33 +1.98% FTSE 1009,936.10 +0.92% Nikkei 22553,140.50 +3.52% Stock Market Live March 23, 2026: S&P 500 (SPY) Soars on Trump Announcement Investing Super Micro Computer Jumps 5% Monday: What the Federal Charges Mean for SMCI Investors By David MoadelPublished Mar 23, 12:02PM EDT Quick Read Super Micro Computer (SMC ...
Leadership Transition Dims Adobe Inc. (ADBE)’s Outlook
Yahoo Finance· 2026-03-23 16:02
Adobe Inc. (NASDAQ:ADBE) is among the 12 Tech Stocks with the Best Earnings Growth in 2026. On March 16, Argus downgraded Adobe Inc. (NASDAQ:ADBE) to Hold from Buy following the announcement of CEO Shantanu Narayan’s departure. According to the analyst Joseph Bonner, the company’s Q1 FY2026 results were overshadowed by the leadership transition. Bonner believes that Adobe Inc. (NASDAQ:ADBE) is driving consistent innovation with generative AI across its expanding product suite. The firm reiterated its non- ...
Inside Synopsys, Inc. (SNPS)’ Bold AI and Systems Push
Yahoo Finance· 2026-03-23 16:02
Synopsys, Inc. (NASDAQ:SNPS) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 11, Synopsys, Inc. (NASDAQ:SNPS) hosted the Converge 2026 Keynote, outlining its strategic shift in the technology space. The event highlighted the company’s positioning in electronic design automation and advancement in system-level solutions after the Ansys acquisition. With an emphasis on silicon and systems integration, the conference discussed the impact of agentic AI on enhancing engineering capabilit ...
Why Street Sends Mixed Signals on Intuit Inc. (INTU)
Yahoo Finance· 2026-03-23 16:02
Intuit Inc. (NASDAQ:INTU) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 16, BNP Paribas Exane upgraded Intuit Inc. (NASDAQ:INTU) from Underperform to Neutral, while setting a price target of $463. This reflects an upside potential of merely 2.36% from the current price. According to the firm, Intuit Inc. (NASDAQ:INTU) shares have witnessed a YTD decline of 31%, supporting a more reasonable valuation. This comes even after the concerns around long-term disruption to the company’s t ...
Lam Research Corporation (LRCX) Eyes $135 billion Opportunity
Yahoo Finance· 2026-03-23 16:02
Lam Research Corporation (NASDAQ:LRCX) is among the 12 Tech Stocks with Best Earnings Growth in 2026. During the presentation at the Cantor Fitzgerald Global Technology & Industrial Growth Conference on March 11, Lam Research Corporation (NASDAQ:LRCX) outlined a strong strategic vision shaped by AI demand and R&D investments. Despite challenges like supply chain constraints, the company remains committed to shareholder returns and market expansion. According to Lam Research Corporation (NASDAQ:LRCX), the ...
What’s Behind Applied Materials, Inc. (AMAT)’s AI Push
Yahoo Finance· 2026-03-23 16:02
Applied Materials, Inc. (NASDAQ:AMAT) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 10, Applied Materials, Inc. (NASDAQ:AMAT) presented at the Cantor Fitzgerald Global Technology & Industrial Growth Conference, highlighting its strategic vision in the changing semiconductor landscape. The company outlined the growing demand for AI systems, which is projected to accelerate growth across its leading-edge logic, DRAM, and advanced packaging markets. Although concerns related to lag ...
Oracle Corporation (ORCL) Delivered A “clean” Third Quarter, Says Mizuho
Yahoo Finance· 2026-03-23 16:02
Oracle Corporation (NYSE:ORCL) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 16, Mizuho trimmed the price target on Oracle Corporation (NYSE:ORCL) to $320 from $400 and reiterated an Outperform rating. According to the firm, the company delivered a “clean” third quarter, surpassing estimates across the board and raising its FY27 revenue target to $90 billion. This was higher than the consensus forecast. While associating the price drop with multiple contractions, the firm believes ...
What Salesforce, Inc. (CRM)’s FY27 Strategy Signals
Yahoo Finance· 2026-03-23 16:02
Salesforce, Inc. (NYSE:CRM) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 3, Salesforce, Inc. (NYSE:CRM) presented at the 2026 Morgan Stanley Technology, Media & Telecom Conference. While highlighting record financial results for FY2026, thanks to the increase in premium SKU adoption, leadership outlined the company’s strategic vision for the next fiscal year at the conference. Although investors worry about market competition and changing business models, the company remains posi ...